Square 9 Softworks Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

Grant access to select data, features, objects, etc. based on the users, user role, and groups.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Use a dashboard to view benefits that are selected by employees or offered by employers

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Tools to find, assess, and hire suitable candidates for a job within an organization

Track and manage adherence to policies for any service, product, process, or supplier

Track employee/learner's progression through training programs

Track and manage schedules and meetings via an integrated calendar

Track employee schedules, availability, and performance across projects and tasks

Create orientation programs for new employees or students

Create, manage and track all task activities and progression

Automates core HR functions such as talent management, employee evaluation and learning management

Managing service requests, incidents, IT issues & support with a ticketing system

Access software remotely via mobile devices

Manage employee salary processes, data, taxes, and records administration efficiently

Store, manage, and track all electronic documents in a centralized location

Create, share, and manage the distribution of job descriptions/duties

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Creation, administration, and evaluation of assessments or tests

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Addition of necessary external data, applications, tools, or features

Create and manage internal campaigns to improve company culture or business strategy.

Create, design and manage workflows for repetitive tasks

Enable students, customers or employees to engage with each other in a particular space online or offline

Manage and track employee referrals for open job positions

Build, track, and maintain relationships with candidates

Create, design and manage workflows for repetitive tasks

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage advertising space and its sales within your network or publication

Track, manage and store the applications of potential future members, customers or candidates

Manage, store and organize emails within the system or via third-party apps

Manage and track all job information and associated tasks

Track products that are for sale at a reduced price or part of coupon promotions

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, save, and store files

Manage and track all job information and associated tasks

Manage and store data in a database

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track employee schedules, availability, and performance across projects and tasks

Automates core HR functions such as talent management, employee evaluation and learning management

Catalog, manage, and develop employee skill sets

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track and manage adherence to policies for any service, product, process, or supplier

Create, share, and manage the distribution of job descriptions/duties

Create, share, and manage the distribution of job descriptions/duties

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Set up connections to third-party platforms to improve business processes

Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.

Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Access pre-built and custom reports to monitor user activity and storage.

Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.

Enables custom integration to external systems.

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.

Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.

Keep track of incrementally changing versions of the same file.

Multiple users can collaborate on document creation, annotation, and review.

Autogenerate documents based on templates and form submission.

Able to create and manage submittable user forms.

Able to create user portals and sites.

Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.

Can easily find files via a simple and/or advanced search.

Ability to access documents via a web interface without a client being installed on a device.

Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.

The workflow engine provides relevant and customizable conditions on which to execute rules.

Any action a user can perform in the system can be specified as an automated action.

System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.

System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.

Create, save, and re-purpose templates for emails, forms, etc.

Store, manage, and track all electronic documents in a centralized location

Collect and maintain structured information that describes data or content

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Manage digital assets

Create, manage and track all task activities and progression

Create, save, and store files

Store, manage and track all forms in a centralized location

Optimize and manage the search engine optimization efforts for a website or digital content

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Built-in website builder or integration with third-party site

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

The ability to create custom workflows aligned with business objectives.

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Define levels of authorization for access to specific files or systems

Compile data from across all systems so that users can view relevant information easily.

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

Ensures the right task is being assigned to the proper employee across an entire process.

Receive data and information in real time

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Provides users a holistic view of all workflows so as to see how all processes work together.

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.

Provides the ability to manage unstructured processes.

Connect with existing systems via API.

Gives user machine learning tools for intelligent process improvement

Streamline and simplify document approval processes.

Provides users with a pre-built library of templated forms related to the hiring process.

Provides electronic forms for employees to complete.

Enables new hires to sign forms electronically.

Enables the employer to perform background checks.

Provides user with offer letter templates.

Enables all stakeholders to approve offer letters.

Pre-designed layouts that can be customized to match preferences and requirements

Enables employees to login and view their onboarding process.

Introduces new hires to employees based on org chart.

Provides training on relevant compliance issues.

Provides workflows which track new hire progress.

Provides notifications about the onboarding process to both the new hire and manager.

Integrates with other applications to support document storage, document management, process automation and/or workflow management

Supports the conversion of uploaded documents to other file types

Supports operations on both Windows and Mac

Convert documents and images into editable file formats

Provides metrics on the time it takes a new hire to reach productivity.

Provides holistic Metrics on the onboarding process.

Contains tools to visalize data sets or workflows.

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

Track invoices based on due dates to identify overdue payments

Ability to compare AP automation metrics with other companies

Monitor KPIs such as time to process an invoice or erroneous payments

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Integrate with existing ERP systems

Coordinates interview scheduling via email, phone, or text

Tracks key steps in onboarding process including new employee orientation and employee payroll documents.

Reduces future risks through root cause analysis and process improvement

Reduces frequency of errors, identifies risk and improves efficiency

Scores suppliers and employees based on risk factors

Identifies and recoups funds and prevents errors from happening again

Offers reporting to aid in minimizing future lost profits and process breakdown

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes

Generates comprehensive data needed to conduct a thorough investigation

Provides continuous, proactive fraud monitoring across multiple systems and data formats

Ensures the right task is being assigned to the proper employee across an entire process.

Supports Microsoft Windows operating system

Supports macOS operating system

Supports Linux operating system

Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.)

Processes data from unstructured and semistructured data sources

Allows for mobile upload of documents and images

Provides AI and machine learning tools to accelerate data analysis

Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.)

Process digital photos and/or scans of various document types and extract text from images (JPG, BMP, TIFF, GIF)

Retrieval of embedded metadata that is present within a file

Import, collect, and capture data from multiple sources

Software's ability to perform similar action on multiple similar files simultaneously

Creation, processing, verification, and execution of invoices till the payment is made

Enables forms to be embedded onto a website without having to create code from scratch

Can used without an internet connection

Sends notifications when a completed form is recieved

Contains integrations with payment processors, enabling users to accept payments through forms

Allows users to build, distribute and access forms from a mobile device

Customize contracts and forms to collect specific information

Notifications that are delivered to users as soon as an event occurs

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Assemble applications and processes by dragging over and arranging pre-built components

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customize contracts and forms to collect specific information

Store, manage and track all forms in a centralized location

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Detects variations in pronunciation or variations in spelling across regions.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Manage, store and organize emails within the system or via third-party apps

Import, collect, and capture data from multiple sources

Define levels of authorization for access to specific files or systems

Create, design and manage workflows for repetitive tasks

Digital forms that are shared and accessed online

Automatically comprehend data abbreviation terms

Web form that allows users to enter data that is sent and processed for different reasons

Allows users to manage data from a number of sources

Detects when a user has input/keyed data incorrectly

Import and export data to and from software applications

Process of copying and storing data in more than one site or node

Store, manage, and track all electronic documents in a centralized location

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Alter the layout and content of reports

Add customized logos and colors to align with company branding

Ability of websites, web applications, or mobile applications to function without an active internet connection

Digitally sign online documents

Search and find data in a structured format

Provides a channel for team members to share media files, communicate, and work together

Scan barcodes to ensure accurate pricing and label tracking

Extract email addresses from multiple data sources

Customize data fields to support various needs and use cases

Create, manage and track all task activities and progression

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Process images and automatically scan for data

Configure existing workflows to meet your organization's needs

Application programming interface that allows for integration with other systems/databases

Graphical representation of data

Pre-designed layouts that can be customized to match preferences and requirements

Capability of a software or system to make decisions and perform actions based on specified conditions

A record of all activities within the system, including user access, changes made, etc.

Track and document all activities across devices, networks, and other systems

Receive system updates as soon as any changes are made

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Analyze and gain insights into data in real-time

Analyzing historical and current data and generating a model to help predict future outcomes.

Analyze survey results via statistical testing or crosstabs directly within the software

Find & retrieve relevant data or documents

Leave comments and notes on documents for others to view

Organize and group data or items based on various criteria

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Software program that continuously adjusts its behavior based on observed data

Interact with data visualization elements, such as charts and graphs, to drill down into data

Process of dividing customers into groups based on common characteristics

Search and filter data across systems to locate required information by entering keywords or certain criteria

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Identify topics to prioritize document research

Manage and support multiple languages

Identify different languages

Detect spam, BOT, or invalid email addresses

Predict future data based on historical data sets

Record customer information, purchase history, and other notes

Collect and maintain structured information that describes data or content

Import and export data to and from software applications

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Ability to manage transactions online with a mobile device or computer.

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Use AI to generate content in the form of text, images, videos, etc.

Upload, track, and submit receipts in a central database

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify and prevent suspicious activity

Receive an automatic notification when the exact same payment is about to be initiated for the second time

Store, manage, and track all electronic documents in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Track and manage inventory levels to maintain proper supply

Issue payments to third parties via checks

Access software remotely via mobile devices

A record of all activities within the system, including user access, changes made, etc.

View and track pertinent metrics to find patterns and gain insights from data

Manage and handle various international currencies

Track the status over time for a request, process, asset, or transaction

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Automatically identify unusual behavior

Application programming interface that allows for integration with other systems/databases

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Creation, processing, verification, and execution of invoices till the payment is made

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Manage all supplier data and operations

Centralized accounting record which tracks all financial transactions

Monitor and record expenses such as purchases or charges incurred

Compare and match accounting/financial records with corresponding bank statements

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Manage the process of evaluating documents or requests submitted for approval

Transfer money electronically between two bank accounts

Aligns purchase orders with incoming invoices and receiving reports

Plan, manage, and track the financial activities of an individual or organization

Streamlining repetitive tasks and activities through automated and predefined workflows

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of reports

Manage the process of evaluating documents or requests submitted for approval

Provides a channel for team members to share media files, communicate, and work together

Add customized logos and colors to align with company branding

Electronic storage of staff/employee contact information and job status in a centralized repository

Track and document all activities across devices, networks, and other systems

Protect sensitive data for digital privacy

Create and share a new employee handbook with helpful information

Import and export data to and from software applications

Use AI to generate content in the form of text, images, videos, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Customize data fields to support various needs and use cases

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.

Assemble applications and processes by dragging over and arranging pre-built components

Provides a channel for team members to share media files, communicate, and work together

View and track pertinent metrics to find patterns and gain insights from data

Import, collect, and capture data from multiple sources

Compile and organize data into specific metrics

Find & retrieve relevant data or documents

Digitally sign online documents

Track revisions and updates made to files and navigate between different versions

Access software remotely via mobile devices

Store and organize documents in a centralized system

Use AI to generate content in the form of text, images, videos, etc.

Manage the process of evaluating documents or requests submitted for approval

Allow users to access multiple services after entering their login credentials once

Edit, touch up, and convert images for publishing

Add customized logos and colors to align with company branding

Search and filter data across systems to locate required information by entering keywords or certain criteria

Attach digital tags to documents and assets for identification, search, or monitoring purposes

A record of all activities within the system, including user access, changes made, etc.

Review and analyze existing information across documents

Track and document all activities across devices, networks, and other systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Securely stores data to prevent data loss or breaches

Configure existing workflows to meet your organization's needs

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

At least a username and password is required to access the system

Distributing content through various platforms or channels

Extra layer of security that requires not only a password and username but also something specific to that user

Pre-designed layouts that can be customized to match preferences and requirements

Ability of websites, web applications, or mobile applications to function without an active internet connection

Sample files or documents that could be customized as needed or used as is

Public or private sharing of digital files such as documents, audio/video, images, and more

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Assemble applications and processes by dragging over and arranging pre-built components

Add customized logos and colors to align with company branding

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Application programming interface that allows for integration with other systems/databases

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Provides a channel for team members to share media files, communicate, and work together

Import, collect, and capture data from multiple sources

Automatically populating fields or sections within a form

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Create, edit, convert to and from PDF files

Pre-designed layouts that can be customized to match preferences and requirements

Collection of images, videos and other digital content that can be used

Use AI to generate content in the form of text, images, videos, etc.

Search for specific words or phrases within a document or database

Gauge satisfaction and receive information for improvement and success

Import and export data to and from software applications

Store, manage and track all forms in a centralized location

Digitally sign online documents

Set up connections to third-party platforms to improve business processes

View and track pertinent metrics to find patterns and gain insights from data

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Access software remotely via mobile devices

Create, design and manage workflows for repetitive tasks

Ability of websites, web applications, or mobile applications to function without an active internet connection

Scan written content within documents, files, or websites

Provides a channel for team members to share media files, communicate, and work together

Highlight content and/or make notations about parts of content

Digitally sign online documents

Move files across different systems or networks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Review and analyze existing information across documents

Store and organize documents in a centralized system

Use AI to generate content in the form of text, images, videos, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Edit text as needed

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Assemble applications and processes by dragging over and arranging pre-built components

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Makes changes to document features such as text, fonts, formatting, etc.

Automated or logic-based workflows that assist in the creation of electronic documents

View and track pertinent metrics to find patterns and gain insights from data

Convert paper files into digital images

Search for specific words or phrases within a document or database

Create content in various formats, such as print, PDF, HTML and more

Securely stores data to prevent data loss or breaches

Create, edit, convert to and from PDF files

Import and export data to and from software applications

Scan and validate an ID barcode

Selects specific portions of images, files, texts, websites or documents

Identify different languages

Store, manage, and track all electronic documents in a centralized location

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Define levels of authorization for access to specific files or systems

Public or private sharing of digital files such as documents, audio/video, images, and more

Compile and organize data into specific metrics

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Access software remotely via mobile devices

Store and organize documents in a centralized system

Import and export data to and from software applications

Provides a channel for team members to share media files, communicate, and work together

Store, manage, and track all electronic documents in a centralized location

Active reporting of data and metrics

Customize contracts and forms to collect specific information

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Visually identify, define, and map all details and relationships surrounding business process models and elements

Assemble applications and processes by dragging over and arranging pre-built components

Track the status and progress of tasks

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Leave comments and notes on documents for others to view

Store, manage and track all forms in a centralized location

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Configure existing workflows to meet your organization's needs

Create, design and modify the flow and processes of tasks in a project

Graphical representation of data

Create, design and manage workflows for repetitive tasks

Document any changes or proposed changes made to business processes or workflows

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage, store and organize emails within the system or via third-party apps

Sample files or documents that could be customized as needed or used as is

Receive system updates as soon as any changes are made

Manage the process of evaluating documents or requests submitted for approval

Customize data fields to support various needs and use cases

Track revisions and updates made to files and navigate between different versions

Automate repetitive tasks such as filling out information or creating certain types of forms

Pre-designed layouts that can be customized to match preferences and requirements

Track and manage adherence to policies for any service, product, process, or supplier

Track and document all activities across devices, networks, and other systems

Allow users to access multiple services after entering their login credentials once

Create, manage and track all task activities and progression

Alter the layout and content of reports

Define and maintain business rules that determine workflow capabilities and criteria

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

A record of all activities within the system, including user access, changes made, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Use AI to generate content in the form of text, images, videos, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Investigate and take action at root cause or error in processes to prevent recurring issues

Series of processes that a document goes through from creation to archiving

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Pre-designed layouts that can be customized to match preferences and requirements

Track and manage adherence to policies for any service, product, process, or supplier

Intended for medical use such as diagnosis, treatment, and consultation

Specifically designed to address the needs of law firms and legal departments

Notifications that are delivered to users as soon as an event occurs

Initiate collection and analysis of known risks

Assemble applications and processes by dragging over and arranging pre-built components

Provides a channel for team members to share media files, communicate, and work together

Create, design and manage workflows for repetitive tasks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Ensure that quality requirements and standards are met across production processes

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Manage the process of evaluating documents or requests submitted for approval

Securely stores data to prevent data loss or breaches

Access software remotely via mobile devices

Track revisions and updates made to files and navigate between different versions

Create, manage and track all task activities and progression

Compile and organize data into specific metrics

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and document all activities across devices, networks, and other systems

Plan and implement business continuity measures in case of unforeseen events

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Track and monitor efficient handling of all changes/transitions

Create, save, and store files

Public or private sharing of digital files such as documents, audio/video, images, and more

Store, manage, and track all electronic documents in a centralized location

Automated or logic-based workflows that assist in the creation of electronic documents

Set up connections to third-party platforms to improve business processes

Define levels of authorization for access to specific files or systems

Import and export data to and from software applications

A record of all activities within the system, including user access, changes made, etc.

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Application programming interface that allows for integration with other systems/databases

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Digitally sign online documents

Review and analyze existing information across documents

Search for specific words or phrases within a document or database

Track what was updated, who made the changes, compare two revisions, and revert or perform another revision

Active reporting of data and metrics

Store, manage and track all forms in a centralized location

Custom forms to streamline repetitious aspects of a document

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc.

Ability to recognize printed or written text within digital images or scanned documents

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Retrieval of embedded metadata that is present within a file

Leave comments and notes on documents for others to view

Makes changes to document features such as text, fonts, formatting, etc.

Recover lost, deleted, or damaged files

Ability of websites, web applications, or mobile applications to function without an active internet connection

Highlight content and/or make notations about parts of content

Track and report regulatory data to either internal management or external stakeholders

Manage, store and organize emails within the system or via third-party apps

Add customized logos and colors to align with company branding

Scan, move or upload electronic files within the software's repository

Convert files to a different format

Store and organize documents in a centralized system

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Automatically create schedules based on business needs or employee availability and qualifications

Collect and maintain structured information that describes data or content

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

The system automatically saves work on an interval without the user needing to manually save

Track employee/learner's progression through training programs

The process of reverting to a previous version or state

Electronic signing method that validates the authenticity and integrity of a digital document

Track the status over time for a request, process, asset, or transaction

The process of cross-checking new versions with previous copies to identify changes

Document Check-in/Check-out

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows the user to process documents in various formats such as PDF, DOCX, and JPEG.

Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR).

Filtering incoming messages/alerts and detecting patterns to spot anomalies.

Gives user the ability to categorize sections of text within the document based on preset criteria.

Grouping log entries based on similar attributes.

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

Ability to recognize printed or written text within digital images or scanned documents

Provides the user with the capability to validate the extracted data for accuracy.

Process and analyze human language in text or audio form

Gives user the ability to connect to automation technology, such as robotic process automation (RPA).

Set up connections to third-party platforms to improve business processes

Enables users to search through the content of processed documents easily.

Allows the user to track changes and manage different versions of a document.

Search for specific words or phrases within a document or database

Capability to use a search engine via operators like AND, NOT, and OR

Gives user the ability to train custom machine learning models for specific data extraction tasks.

Provides the user with the ability to analyze the sentiment expressed in the textual content of the document.

Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc

Inspect the given text for key elements such as names of people, places and more

Review data from past periods to reveal recurring tendencies and predict future performance

Allows the system to understand the context of words and phrases for better data extraction and classification.

Provides the user with the ability to integrate the IDP system into other applications through APIs.

Assures the user that the system complies with industry regulations like GDPR.

Ensures that all data processed is encrypted for security.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives